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Optimize Financial’s Pitney Bowes PBI Stock Holding History

Optimize Financial’s Portfolio PBI Stock Details PBI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$233K Sell
21,352
-152
-0.7% -$1.66K 0.14% 195
2025
Q1 		$195K Sell
21,504
-9,154
-30% -$82.8K 0.14% 201
2024
Q4 		$222K Buy
+30,658
New +$222K 0.17% 193